Advisors at this firm
Mark P
CFP®, CFA®, Series 63
Raleigh, NC
EQV Advisory, LLC
Mark Paccione is a CFP® and CFA® with 20 years of industry experience. He is currently a financial advisor at EQV Advisory, LLC, joining the firm in 2025. Prior to this, he held roles at Curi Wealth Management, LLC, Curi RMB Capital LLC, CapFinancial Securities, LLC, and CapTrust. Outside of his advisory work, Paccione serves on the Board of Trustees at William Peace University and is a board member at Virginia Beach Friends School. EQV Advisory, LLC serves qualified and accredited investors, including high-net-worth individuals, corporations, and charitable institutions. The firm combines model-based and customized portfolio construction, applying Modern Portfolio Theory, the Efficient Markets Hypothesis, and Behavioral Finance principles to tailor investment solutions.
Jonathan A
Series 65
Raleigh, NC
EQV Advisory, LLC
Jonathan Autry is a financial advisor at EQV Advisory, LLC in Raleigh, NC, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Curi RMB Capital LLC and Curi Capital, as well as six years at North Carolina State University. EQV Advisory, LLC serves qualified and accredited investors, including individuals, high-net-worth clients, corporations, small businesses, charitable institutions, and foundations. The firm offers investment advisory, wealth management, financial planning, and family office support, managing approximately $106.8 million in assets. EQV employs both model-based and custom portfolio construction, incorporating passive investments, separately managed accounts, mutual funds, ETFs, and private partnerships to address client goals, risk tolerance, and tax considerations.
Michael R
CFP®, Series 63, Series 65
Raleigh, NC
EQV Advisory, LLC
Michael Ragsdale Jr. is a CFP® professional with two years of industry experience, currently serving at EQV Advisory, LLC. He previously worked at Balentine, LLC for 13 years and holds a board member position at Advocacy Trust, a trust company. EQV Advisory, LLC serves qualified and accredited investors including individuals, high-net-worth clients, corporations, small businesses, charitable institutions, and foundations. The firm offers investment advisory, wealth management, financial planning, and family office support, employing both model-based and custom portfolio construction tailored to client goals and risk tolerance.
